australian property

The US Federal Reserve (the Fed) lifted interest rates to 2.25% as was widely expected in September and commented that monetary policy is no longer ‘accommodative’. Show More

Over recent weeks, we have highlighted that there are two main international macro events that will need to be closely monitored over the coming months. Each could impact the performance of investment markets in 2019. Show More

When a young Charlie Jamieson arrived at work in London on September 11th, 2001, little did he know how much that day would affect his views on markets. At the time, he was trading US Dollar bonds from Merrill Lynch’s London office, having just left the New York office three... Show More

The June property market became a little like the movie Groundhog Day, with repetitious news reports on conditions and auction outcomes along with an overall funk in the market that was hard to shake. Show More

I have been calling an end to the Australian property price and construction boom/bubble for some time. And now property prices appear to be declining and auction clearance rates falling, the latter suggesting price falls are not over yet. Show More

This year’s Livewire Live wrapped up last night, and as with the previous three events, there were some amazing insights and lessons for all investors, regardless of experience. All the presenters and panellists had interesting things to say, but for me, there were two standouts. The first of these I... Show More

A week after the fanfare of the 2018/19 Budget, we can soberly review some of the information and data that supports its projections. In the body of the Budget papers are a wealth of tables and charts that contain important observations and insights into the Australian economy. We scan through... Show More

It’s a head scratcher alright. Over the past six months the ASX All Ordinaries index is up 9.37% while the ASX 200 index is up 8.56%. Despite recent negative headlines stocks are still higher than they were last August. Show More

‘Those who do not learn from history are condemned to repeat it’. So said Spanish-American philosopher George Santayana. Show More

In this short video we discuss MGR’s full year results, which included an NPAT increase of 13 per cent to $1.16 billion, driven by property valuation uplifts in the investment portfolio. Show More

Property has been a major source of wealth building over the last couple of decades. And has been the vehicle of choice for “Mum and Dad” investors. Show More

The local property market has become Australia's favourite topic of debate. It seems everyone has a view and just last week UBS released a research note calling the top for Australian property. So for equity market investors is this something to be concerned about or is it just making headlines? Show More

The declaration two weeks ago by the Australian Prudential Regulation Authority (“APRA”) that it was taking further steps to slow the growth of bank provided “interest only” loans in residential property is to be welcomed. However, it represents a reactionary policy that does not target either an appropriate pricing framework... Show More

Heather Ridout (Australian Super Chairperson) has been banging the table on gender diversity at the board level of Australian companies, and right she should. Only 22% of Australia’s top 200 listed companies have women on their board – not a majority, not the Chair, just at least one – and... Show More

Today's video is around disruption in the property industry, and the companies that are getting ahead because of it. Show More

To say that Australia's extended property bubble has resulted from merely supply and demand pressures is overly simplistic. Poor infrastructure and property price growth that dramatically exceed wage growth all contribute to the insurmountable pressure for future generations to afford property in this country. Is this really sustainable or are... Show More

My outlook for Australian residential property in 2017 is that it is NOT going to be good year. We’ve had a monumental rise in the sector over the last 3 years. Sometimes this kind of run can go on for a fourth year, but the gradient is concerning. Like with... Show More

Looking at Australia’s big four banks (CBA, WBC, ANZ, NAB) we see a condition where the evolution of the global context is under-appreciated, particularly with regards to shifts in the Chinese situation. First, we look at the valuation picture of Australia’s big four banks. Then we consider the bank’s Achilles-heel... Show More

The debate is well and truly on over whether Australian housing is getting bubbly. The media sees its job as to create a conflict so those trying to form a view from reading general commentary could be left thinking that everyone is either a full bubble proponent (see LF Economics,... Show More

"I like thinking big. I always have. To me it's very simple: if you're going to be thinking anyway, you might as well think big." – Donald J Trump. The world has been mesmerised by The Don this week with mixed reactions and outlooks hitting our desk. Will Trump go... Show More